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Why and When You Should Make Changes to Your Portfolio

Submitted by Paul B. Miller, CFP on December 3rd, 2016

It is important to sit down from time to time and review your portfolio to make sure that your investment strategy and allocation still has you on track toward financial stability in the future. The following describes why it is important to review your portfolio, and when you should consider changes.

Why Make Changes?

Tags:
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  • Indian River Financial Group
  • investing
  • investment strategy
  • Investments
  • Paul Miller
  • Portfolio
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Retirement Planning Today with Paul Miller and Palm Beach State College

Submitted by Paul B. Miller, CFP on September 15th, 2016

We all know that having a plan for the future is a major key to success, and that the sooner we start preparing, the better. This is especially true when it comes to retirement. Now, Indian River Financial Group’s founder, Paul Miller, is offering a premier opportunity for you to do just that, and to do it in the smartest, most effective ways possible.

Tags:
  • Financial Goals
  • financial planning
  • Indian River Financial Group
  • investing
  • Investment Advisor
  • investment management
  • Palm Beach State College
  • Paul Miller
  • Retirement
  • Retirement Planning Today
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3 Dangerous Moves for First Time Investors

Submitted by Paul B. Miller, CFP on August 2nd, 2016

First-time investors are bound to make mistakes when it comes to judging and making decisions regarding the stock market. Without experience, it is all too easy to be swept up in the excitement of investing and make decisions based upon emotion rather than sound reasoning.

Tags:
  • dividend
  • dividend yield
  • Indian River Financial Group
  • investing
  • Paul Miller
  • Portfolio
  • Stock Market
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Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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